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Sales Account Director

Exton, PA, United States

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers, and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.

iPipeline makes it easier for people to purchase investment and insurance products that secure their financial future.

We are currently looking for a Sales Director to join us in our Exton, PA office (HYBRID)

Responsibilities :

The Software Sales Account Director is a role dedicated to seeking new Insurance Carrier Accounts by selling specific iPipeline's products. The position calls for a consultative solution salesperson who can establish and manage executive relationships, land and expand within new accounts, understand our solution offerings value proposition and be able to relate this clearly to prospective customers in alignment with their company goals, objectives, and initiatives.

The Sales Director is expected to:

· Exceed the sales quota quarterly and annually

· Determinedly cold call and prospecting into accounts

· Cross-sell and expand presence in existing accounts (if applicable)

· Develop and manage executive relationships

· Present and demonstrate to customers and prospects

· Develop and own the Account Strategy approach and plan, collaborating with the VP of Sales and/or President

· Manage small and large opportunities from start to finish

· Employ a consultative Sales Approach

· Respond to RFPs and other customer requests

· Work with 3rd parties and partners as needed

· Sell past “No”

· Manage a defined territory with a progressive sales approach

· Manage accounts, contacts, and opportunities in Salesforce

· Act as a leader within the company

Desired Skills and Experience:

· Must have 5+ years of strong consultative software sales experience with a consistent track record of hitting or exceeding quota

· Prospecting focused leveraging Industry tools-Examples: Salesforce, Zoom Info., Outreach

· Experience in preparing, presenting, and demonstrating to an executive audience

· Knowledge of the life insurance industry is a plus, not required

· Demonstrated success closing large, complex sales cycles

· Excellent written and verbal communication skills

· Excellent teamwork skills

· Bachelor's degree (MBA preferred)

· Proven ability to lead cross-functional teams without formal authority

· Organizing and managing customer expectations and deliverables

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